+148.3%
NWSA vs SUI
+118.5%
+29.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -10.5% | +3.0% | -13.5% | -11.6% |
| 30D | -8.8% | +5.6% | -14.3% | -10.7% |
| 3M | -6.5% | +0.9% | -7.4% | -7.0% |
| 6M | -1.3% | -2.6% | +1.3% | -0.6% |
| YTD | +2.5% | -0.1% | +2.6% | +2.0% |
| 1Y | +0.2% | -1.4% | +1.6% | +0.2% |
| 3Y | +27.6% | +19.8% | +7.8% | +15.8% |
| 5Y | +17.0% | -25.8% | +42.7% | +26.9% |
| 10Y | +148.3% | +118.1% | +30.2% | +104.6% |
| All | +148.3% | +118.5% | +29.8% | +104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling